Contact Management, Marketing Automation, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information Demographic data Company information Duplicate management Duplicate automation Auto-Formatting
Interaction History
Notes and comments on customer conversations Communication channels
Marketing Automation
Email Marketing
Email Marketing
Automated follow-up emails Email tracking and analytics
Reporting and Analytics
Data Analysis
Data Analysis
Trend analysis and predictive models Data visualization and dashboards Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management Calendar integration and scheduling Automated notifications and reminders
Process Automation
Workflow design and automation Automated actions and triggers (sequences) Approval workflows and process streamlining
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization Email tracking and archiving Email templates and personalization
System Integrations & Addons
Document Management
Customization
Customized properties Labels, tags and categories Team Management
Contact center
CCC-Tooling
CCC-Tooling
Coaching Conversation Routing
Product
Product Management
Product Management
Product Information Product Trees
Projects
Administration
Administration
Project Registration Project Control Hours Registration
Digitalisation & Technology
Technology - Basics
Technology - Basics
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